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5,814 hedge funds and large institutions have $2.69T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 2,576 increasing their positions, 2,610 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 107

33% more capital invested

Capital invested by funds: $2.02T → $2.69T (+$670B)

26% more call options, than puts

Call options by funds: $57.8B | Put options by funds: $45.7B

11% more funds holding in top 10

Funds holding in top 10: 2,8363,153 (+317)

1% more funds holding

Funds holding: 5,7645,814 (+50)

0.06% more ownership

Funds ownership: 72.37%72.43% (+0.06%)

1% less repeat investments, than reductions

Existing positions increased: 2,576 | Existing positions reduced: 2,610

Holders
5,814
Holders Change
+50
Holders Change %
+0.87%
% of All Funds
76.55%
Holding in Top 10
3,153
Holding in Top 10 Change
+317
Holding in Top 10 Change %
+11.18%
% of All Funds
41.51%
New
237
Increased
2,576
Reduced
2,610
Closed
107
Calls
$57.8B
Puts
$45.7B
Net Calls
+$12.1B
Net Calls Change
+$11.9B
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
5576
Five Pine Wealth Management
Idaho
$398K -$13.5K -31 -4%
HCM
5577
Hudson Capital Management
New Jersey
$397K
FWP
5578
Family Wealth Partners
North Carolina
$397K +$347K +798 New
TFP
5579
Traction Financial Partners
Wyoming
$397K -$61.7K -142 -15%
SF
5580
SageOak Financial
Oklahoma
$396K
STCOSD
5581
Sageworth Trust Company of South Dakota
South Dakota
$396K
RHJA
5582
Rice Hall James & Associates
California
$396K +$16.1K +37 +5%
EA
5583
Ergawealth Advisors
Illinois
$394K +$22.6K +52 +7%
SA
5584
Sincerus Advisory
New York
$393K +$10.9K +25 +3%
RFP
5585
RCS Financial Planning
Maryland
$392K -$4.78K -11 -1%
AF
5586
Amara Financial
California
$391K +$9.12K +21 +3%
MAM
5587
Mullooly Asset Management
New Jersey
$390K +$7.82K +18 +2%
PWG
5588
Private Wealth Group
Florida
$390K
AFS
5589
AFG Fiduciary Services
Massachusetts
$389K -$7.82K -18 -2%
BP
5590
BCK Partners
New York
$386K -$4.34K -10 -1%
CC
5591
Corton Capital
Ontario, Canada
$386K +$337K +777 New
SF
5592
SWP Financial
California
$385K
GRR
5593
Golden Reserve Retirement
Ohio
$383K -$82.9K -191 -20%
SIMC
5594
Squire Investment Management Company
Utah
$382K +$48.6K +112 +17%
KAM
5595
Kraft Asset Management
Tennessee
$381K -$103K -238 -24%
KCM
5596
Kennicott Capital Management
California
$381K +$4.34K +10 +1%
VBA
5597
von Borstel & Associates
Oregon
$381K +$58.6K +135 +23%
SIAM
5598
Sterling Investment Advisors (Missouri)
Missouri
$380K -$102K -235 -30%
NFP
5599
NorthLanding Financial Partners
New York
$378K
BWA
5600
Bestgate Wealth Advisors
Maryland
$375K

MSFT Hedge Fund Activity: Q2 2025 in Review

5,814 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2025, worth a combined $2.69T — up 33% from $2.02T a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new MSFT positions and 107 closed out — a net gain of 130 holders — while 2,576 added to existing stakes and 2,610 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $7.36B. The largest seller was UBS AM, cutting an estimated $22.7B.

  • 5,814 institutional investors held Microsoft (MSFT) as of Q2 2025, up from 5,764 in Q1 2025.
  • Funds reported $2.69T of Microsoft stock for Q2 2025, up 33% quarter-over-quarter.
  • 237 funds opened new Microsoft positions in Q2 2025 and 107 closed out, a net change of +130 holders.
  • The largest Microsoft buyer in Q2 2025 was Broadwater Capital, an estimated $7.36B added.
  • The largest Microsoft seller in Q2 2025 was UBS AM, an estimated $22.7B sold.

Based on aggregated 13F filings for Q2 2025.